NVIDIA Sets the Stage for a Robotic Revolution with Jetson Thor Launch by 2025
1min read In recent developments, renowned investor comments have spotlighted NVIDIA's (NVDA) growing influence as the company prepares to launch its next-generation humanoid robotics computer, Jetson Thor, by the first half of 2025. This move is seen as NVIDIA's strategic leap into the burgeoning field of "physical artificial intelligence," a decision reflecting their commitment to leveraging AI's limitless opportunities.
While tech giants like Amazon and Google are developing their own AI chips to reduce reliance on NVIDIA's GPUs, the robotics sector is witnessing significant growth. As competition in the AI chip market heats up, NVIDIA views robotics technology as a critical driver for future expansion, despite data center revenues comprising around 88% of their third-quarter sales.
NVIDIA's investment in robotics is part of a longstanding commitment to AI advancements. Since the inception of the Jetson series in 2014, NVIDIA has aimed to provide a comprehensive suite from AI model training software to hardware solutions like the Jetson Thor, supporting various stages of robot development.
NVIDIA Vice President Deepu Talla suggests the market is at a "tipping point," with forthcoming breakthroughs in robotics akin to major advancements in natural language processing. The company offers "full-stack" solutions to hundreds of thousands of robot manufacturers worldwide, bolstering their role as a leading platform in the new robotic revolution.
The burgeoning humanoid robot market is driven by explosive growth in generative AI models and progress in training robots within simulated environments. These technological advances help bridge the gap between simulation and reality, ensuring effective application in real-world scenarios. Such developments underscore the market's substantial potential, with NVIDIA projecting a rise from $78 billion to $165 billion by 2029.
NVIDIA maintains a crucial edge in providing technology that spans AI training software, simulation environments, and tangible computational hardware. The alignment of these capabilities positions NVIDIA at the forefront of supporting robotics manufacturers as they transition from concept to commercialization, highlighting the economic opportunities that lie ahead in this field.
